Key West, FL Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

3

Of 9,303 advisors across 994 offices

Location

Key West FL

Advisors at this office

3

Advisors at this office

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Warren M

Series 63, Series 66

Key West, FL

UBS Financial Services

Warren Mcpeters is a financial advisor at UBS Financial Services with 42 years of industry experience. He has previously worked at NBC Securities, City National Bank, and RBC Capital Markets. He holds Series 63 and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor financial plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Maura P

Series 63, Series 65

Key West, FL

UBS Financial Services

Maura Poiesz is a financial advisor with UBS Financial Services in Key West, Florida, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with UBS since 2012. Outside of her advisory work, she serves on the fundraising committee for the Match Fit Soccer Academy, supporting her daughter's soccer team. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and model-based asset allocations to tailor client solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
user avatar

John O

Series 63, Series 65

Key West, FL

UBS Financial Services

John O'Leary is a financial advisor at UBS Financial Services with 32 years of industry experience. He has been with UBS since 2009 and holds Series 63 and Series 65 licenses. Outside his advisory role, he serves on the Board of Directors and the Business Affairs Committee at Saint Leo University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor client plans. The firm operates across multiple financial sectors, including trading, market-making, and wealth management.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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